Products May 4, 2001

Morningstar Offers Fund Due Diligence Tool

April 5, 2001 (PLANSPONSOR.com) - Morningstar now offers financial advisors a free, searchable database of responses from mutual fund companies on investment philosophies, styles and strategies.
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The new Due Diligence Center is online at www.MorningstarAdvisor.com, currently offering a database of nearly 100 investment Due Diligence Questionnaires. The standardized questionnaire allows for direct comparisons among the firms and their investment products.

Advisors can search by

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  • Fund name
  • Morningstar Category
  • Morningstar Style Box classification

Users can also link directly from their Morningstar Principia Pro software.

Fund companies currently participating include:

Alleghany Funds

RS Investment Management

Alliance Capital Management

Selected Funds

Baron Funds

TIAA-CREF

Firsthand Funds

U.S. Global

Janus

Warburg Pincus

Lend Lease Funds

William Blair Funds

Northern Funds

Zurich Scudder Investments

DDQ’s from other institutions, including Mercury Funds, PIMCO Funds, Pioneer, and Tweedy Browne, will be available in the next few months.

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